Story 1.1.2.3. CRM. Company view mode. Change status and Add Note

Content

General info

Feature: Change Company Status
Description: This feature allows Admin Users to change the status of a company (e.g., Standard or Black List) from the Company View Mode page. The status change includes an option to add a note about the change, which is saved and viewable in the company’s notes section.

User story

As an CRM User
I want to change the status of a company and add a note about the change
So that I can accurately update the company’s status and document the reason for the change.

Visual design:

https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=46705-310462&t=UHTrDbOPxovRR4E4-4

Acceptance criteria

01

Scenario 1: Open Change Status Modal

Given I am on the "Company View Mode" page
When I click on the "Change Status" button in the header
Then a modal should appear with options to select a new status ("Standard" or "Black List")

image-20240817-180639.png

02

Scenario 2: Change Status

Given I am in the "Change Status" modal
When I select a new status ("Standard" or "Black List")
AND I enter a note in the text area field
AND I click the "Change" button
Then the company’s status should be updated to the selected status
AND the note should be saved in the company’s notes section
AND I should see a confirmation message indicating the status was changed successfully

image-20240817-181138.png

03

Scenario 3: Add Note to Status Change

Given I am in the "Change Status" modal
When I enter a note in the text area field
AND I click the "Add Note" button
Then the note should be saved and associated with the status change
AND I should see the note in the company’s notes section

image-20240817-181218.png

04

Scenario 4: Cancel Status Change

Given I am in the "Change Status" modal
When I decide not to change the status
AND I click the "X" icon
Then the modal should be closed
AND no changes should be made to the company’s status or notes

05

Scenario 5: Status Change Without Note

Given I am in the "Change Status" modal
When I select a new status but leave the note text area empty
AND I click the "Change" button
Then the company’s status should be updated to the selected status
AND no note should be added to the company’s notes section
AND I should see a confirmation message indicating the status was changed successfully

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